This blog compares the unique features of AdvizorPro and Discovery Data, highlighting how each platform supports financial professionals in enhancing prospecting, streamlining outreach, and connecting with key decision-makers.

We sat down Jeff Gelormini and Elizabeth Evanisko to discuss the genesis of Nova Wealth

We’re pleased to present a list of the top 25 single-family offices in the United States, as recognized by AdvizorPro. This list objectively evaluates family

LinkedIn message automation benefits asset managers, recruiters, and wealth tech companies by enabling them to scale outreach efficiently, engage RIA prospects with personalized messaging, and build stronger client relationships, all while saving time and resources.

5 of 14 Breakaway Advisors from October Evan Harrigan moved from UBS to Perigon Wealth Management, LLC Robert W. Harrigan, CFA moved from UBS to

Tidal ETF partnered with AdvizorPro to enhance its prospecting by using precise, up-to-date data, enabling them to focus on the right advisors and streamline outreach. This shift led to more meaningful engagements, highlighted by a successful $5 million trade win and better CRM integration, improving their sales efficiency and results.

This report provides a comprehensive analysis of ETF trends among Registered Investment Advisors (RIAs) within the AdvizorPro database leveraging Q2 2024 13F data.

This blog provides a detailed guide to setting up a successful cold email strategy, covering domain setup, email authentication, deliverability best practices, and gradual outreach scaling to turn cold contacts into engaged leads.

We interviewed Sam McCoy to discuss his journey, from leaving UBS to launching his own firm.

These are the schools most commonly attended by RIAs in the AdvizorPro database.

Echenique joins AdvizorPro with 18 years of SaaS and investment sales experience, now reuniting with Michael Magnan and Hesom Parhizkar from their time at eVestment (a Nasdaq company).

See a list of independent RIAs with less than $100,000M AUM using Black Diamond

We collaborated with YCharts to examine the top ten active strategies (by YTD flows) and how popular they are among RIAs.

Take a closer look at the top single-family offices investing in real estate, with AUM of $10 billion or less.

Build targeted lead lists in seconds by simply describing the audience you’re looking for.

CWM, LLC AUM: $26,774.39M Total Employees: 1,111 Teams: 42 Established: 01/03/2011 Has 58.12% of their assets with High-net-worth individuals Works with high-net-worth individuals Offers: 529

  AdvizorPro, the leading provider of B2B contact and company information in the financial services ecosystem, today announced it has been recognized on the 2024

Here are the top 5 independent RIAs in Georgia based on AUM, client size, and client type

Check out our mid-year update to see the major milestones we’ve achieved so far in 2024, and get a sneak peek at what’s coming next in our roadmap

We’ve conducted thorough research to identify the best bank and trust database solutions available in the market, saving you time and effort in finding the right fit for your needs.